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area for the firm. >> what about technology? you know, larry ellison yesterday talking about growth from the cloud. that's obviously one of the themes within tech. what where are you seeing nunt tech? >> technology in the u.s. is 15% of our market cap. it's 3% in europe. it's a core competency in the u.s. what i think is happening right now is remember in 1998 the world turned down, but it was asia that was in trouble. the central banks put liquidity in and technology did well, particularly growth stocks. my view right now is instead of asia being in trouble, it's europe, but people are going to migrate towards some of the good growth stocks. you've seen that in names, you know, some of the bigger cap technology names. i would be very focused on things that have yield growth and inflation hedging. i would focus on the technology sector. as we have a bumpy ride on economic growth globally, i think public investors are going to migrate towards those names. >> you finding growth in europe? >> growth is tough to come by in europe. >> just wanted to throw that out there. always nice to s
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